Perigon Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Perigon Wealth Management’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Buy	+5,602	New	+$277K	﹤0.01%	1097
2025 Q2	–	Sell	-3,905	Closed	-$206K	–	1080
2025 Q1	$206K	Buy	+3,905	New	+$201K	0.01%	962
2024 Q4	–	Sell	-7,305	Closed	-$417K	–	1072
2024 Q3	$417K	Buy	7,305 +203	+3%	+$11.3K	0.01%	675
2024 Q2	$372K	Sell	7,102 -870	-11%	-$45.5K	0.01%	618
2024 Q1	$435K	Buy	7,972 +87	+1%	+$4.62K	0.01%	570
2023 Q4	$414K	Buy	7,885 +1,030	+15%	+$52.2K	0.01%	557
2023 Q3	$337K	Sell	6,855 -1,435	-17%	-$72.8K	0.01%	547
2023 Q2	$424K	Buy	8,290 +1,205	+17%	+$60.9K	0.02%	504
2023 Q1	$350K	Buy	7,085 +495	+8%	+$25.4K	0.02%	488
2022 Q4	$353K	Buy	+6,590	New	+$354K	0.02%	483
2021 Q1	–	Sell	-1,125	Closed	-$53K	–	747
2020 Q4	$53K	Buy	+1,125	New	+$49.9K	0.01%	731

Other funds holding IHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perigon Wealth Management's IHF Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 5,602 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in IHF as recently as Q1 2025.

Perigon Wealth Management first reported a position in IHF in Q4 2020 and has held it in 11 quarters since. The position peaked at $435K in Q1 2024. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Perigon Wealth Management held 5,602 shares of iShares US Healthcare Providers ETF worth $310K as of Q2 2026.
iShares US Healthcare Providers ETF was a new Perigon Wealth Management position in Q2 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1097 holding.
Perigon Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and has held it in 11 quarters since.
Perigon Wealth Management's iShares US Healthcare Providers ETF position peaked at $435K in Q1 2024.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.